Falcon Royal Investment Management
Falcon Royal Investment Management is a highly reputable financial advisor that provides expert guidance and management to clients in the areas of investment and wealth management. With a team of experienced professionals and a wide range of financial services, Falcon Royal strives to help individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and management
- Customized investment strategies
- Wealth management solutions
- Dedicated team of experienced professionals
- A range of financial services offered
Facts and Insights:
As of 2020, Falcon Royal Investment Management has over $1 billion in assets under management. The firm has been in business for 20 years, making it a reliable and trusted advisor for clients seeking long-term financial management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $1 billion | 20 |
Financial Services Offered:
- Investment Management
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types:
- Individuals
- Families
- Small businesses
- Corporate clients
Fees & Compensation:
Falcon Royal Investment Management charges a percentage of assets under management as its fee. The exact percentage may vary depending on the client’s portfolio size and complexity of their financial situation. The firm is committed to transparency and always aims to provide competitive and fair pricing for its services.
Background:
Falcon Royal Investment Management was founded in 2000 by financial experts with a vision to provide unparalleled financial advisory services to clients. The firm has since grown to become one of the leading financial advisors in the industry, known for its personalized and comprehensive approach to financial management.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Falcon Royal Investment Management adheres to all legal and ethical guidelines set forth by the Securities and Exchange Commission (SEC). The firm also provides all necessary disclosures required by law to ensure transparency and trust between the advisor and its clients.